HENRY RICHMOND LAND USE DEFENSE FUND: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
HENRY RICHMOND LAND USE DEFENSE FUND (EIN 20-1362997)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-07
IRS object ID
202111279349101601
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-07T10:16:54-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN931042710PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GEFFEN MESHER & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1888 SW FIFTH AVE SUITE 800AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97204ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201362997EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COLUMBIA GORGE ENVIRONMENTAL FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O AUBREY RUSSELLBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCOLUBusinessNameControlTxt
Phone5032928518PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14921 SW HEWETT BLVDAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97221ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAUBREY RUSSELLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5032928518PhoneNum
Signature2021-05-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAUBREYPersonFirstNm
Person LastRUSSELLPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN ANNANDPreparerPersonNm
PTINP01082656PTIN
Phone5032210141PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,354,835FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$435InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$435InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$9,701DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,701DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$4,800GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$4,800GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss-$1,729NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$9,274NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$120,427GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,274CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$24,210TotalRevAndExpnssAmt
Total Net Invst Incm$24,210TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,550AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,550AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$186OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$186OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,471TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,325TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$146TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,254OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,204OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$50OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,011TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,265TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,746TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$70,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$70,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$80,011TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,265TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$71,746TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$55,801ExcessRevenueOverExpensesAmt
Net Investment Income$15,945NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,844SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$9,196SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$9,196SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$208,724CorporateStockBOYAmt
Corporate Stock EOY$197,571CorporateStockEOYAmt
Corporate Stock EOYFMV$344,234CorporateStockEOYFMVAmt
Corporate Bonds BOY$50,000CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$892,405InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$892,405LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$892,405LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$892,405LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$109,000OtherInvestmentsBOYAmt
Other Investments EOY$109,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$109,000OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,263,973TotalAssetsBOYAmt
Total Assets EOY$1,208,172TotalAssetsEOYAmt
Total Assets EOYFMV$1,354,835TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,263,973RetainedEarningBOYAmt
Retained Earning EOY$1,208,172RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,263,973TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,208,172TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,263,973TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,208,172TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,263,973TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$55,801ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,208,172SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,208,172TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CD SOUTHSIDE BK - 5000 SHARESP2020-05-182020-11-27$50,000$50,000$0$0
CISCO SYSTEMS INC. - 460 SHARESP2013-08-232020-12-28$20,412$11,145$9,267$9,267
KONINKL PHIL NV SH NEWP2015-01-152020-07-09$15$8$7$7
CMS 10 FLOATER ISS BAC - 5000 SHARESP2010-05-142020-05-18$50,000$50,000$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income$9,274CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$222InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$222SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$222TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$627EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$627TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$405OverpaymentAmt
Applied To ES Tax$405AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksAUBREY RUSSELLIndividualWithBooksNm
Phone5032951893PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14921 SW HEWETT BLVDAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97221ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
AUBREY RUSSELL
4921 SW HEWETT BLVDPORTLANDOR97221PRESIDENT1.00$0$0$0
SARAH B RUSSELL
442 NW STATE STREETBENDOR97701VICE PRESIDENT0.50$0$0$0
CHRIS BECK
1430 SW ENGLEWOOD DRPORTLANDOR97034SECRETARY0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$396,757AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$17,710AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,001,405FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,415,872TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,415,872AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,238CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,394,634NetVlNoncharitableAssetsAmt
Minimum Investment Return$69,732MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$69,732MinimumInvestmentReturnAmt
Tax Based On Investment Income$222TaxBasedOnInvestmentIncomeAmt
Total Tax$222TotalTaxAmt
Distributable Before Adj$69,510DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$69,510DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$69,510DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$71,746ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$71,746QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$71,746AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$69,510DistributableAsAdjustedAmt
Undistributed Income PY$66,115UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$71,746QualifyingDistributionsAmt
Applied To Year1$66,115AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,631AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$63,879UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonAUBREY RUSSELLRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14921 SW HEWETT BLVDAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97221ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5032928518RecipientPhoneNum
Form And Info And MaterialsN/AFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CASCADE RESOURCES ADVOCACY GROUP
917 SW OAK ST STE 417PORTLANDOR97205TAX EXEMPTENVIRONMENTAL EDUCATION AND CONSERVATION$30,000
CENTRAL OREGON LANDWATCH
1539 NW VICKSBURG AVENUEBENDOR97701TAX EXEMPTENVIRONMENTAL EDUCATION AND CONSERVATION$10,000
FRIENDS OF FRENCH PRAIRIE
PO BOX 403DONALDOR97020TAX EXEMPTENVIRONMENTAL EDUCATION AND CONSERVATION$1,000
FRIENDS OF THE COLUMBIA GORGE LAND TRUST
522 SW FIFTH AVENUE SUITE 720PORTLANDOR97204TAX EXEMPTENVIRONMENTAL EDUCATION AND CONSERVATION$5,000
FRIENDS OF THE COLUMBIA GORGE
PO BOX 40820PORTLANDOR97240TAX EXEMPTENVIRONMENTAL EDUCATION AND CONSERVATION$5,000
LANDWATCH LANE COUNTY
PO BOX 5347EUGENEOR97405TAX EXEMPTENVIRONMENTAL EDUCATION AND CONSERVATION$10,000
OLCV EDUCATION FUND
133 SW 2ND AVENUE SUITE 200PORTLANDOR97204TAX EXEMPTENVIRONMENTAL EDUCATION AND CONSERVATION$7,000
THRIVE HOOD RIVER
PO BOX 1544HOODRIVEROR97031TAX EXEMPTENVIRONMENTAL EDUCATION AND CONSERVATION$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$70,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$435ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,701ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion-$1,729ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$9,274ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$17,681ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$17,681TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,100Amt
Net Investment Income$1,550NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,550DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1600 SHARES INTEL CORP$22,624$79,712
1200 SHARES GLAXOSMITHKNLINE$58,692$44,160
3140 SHARES CISCO SYSTEMS INC$76,074$140,515
1474 SHARES KONINKL PHIL NV SH NEW$40,181$79,847

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
REAL ESTATE OPTIONAT COST$10,000$10,000
INTEREST IN REAL ESTATEAT COST$99,000$99,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEE$50$0$50
LANDSCAPING EXPENSES$2,072$2,072$0
INSURANCE$1,332$1,332$0
REPAIRS AND MAINTENANCE$800$800$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT EXPENSESCategoryTxt
Amt$186Amt
Net Investment Income$186NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE TAXES$146$0$146
PROPERTY TAXES$2,325$2,325$0

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